Switching accountants is easier than you think.
Worried it'll be a hassle? It won't. Once you give us the go-ahead, we handle the whole handover, from contacting your old accountant to collecting your files. You barely lift a finger.
Sound familiar?
Most people who move to us were not unhappy exactly, they just knew they could do better.
- You only hear from your accountant when your tax is due
- You've been surprised by a tax bill, or a fee, you didn't see coming
- You email a question and wait days for an answer
- You get compliance, but never advice on how to actually grow
How the switch works
Four steps, and we do the heavy lifting on all of them.
Have a free chat
A no-pressure 30 minutes to make sure we're the right fit for your business.
Sign a short authority
If it's a fit, you sign a quick form that lets us act for you with the ATO and your old accountant.
We handle the handover
We contact your previous accountant and collect your prior returns and financials. No awkward conversations for you.
You're set up
We get you onto our systems, confirm your fixed fee, and you're away, with someone in your corner year-round.
Common questions about switching
No. Once you give us the go-ahead, we contact your previous accountant and handle the entire handover of your files. You don't have to have an awkward conversation or chase anyone, we take care of it.
Yes, you can switch at any time of year. There's no need to wait until 30 June. We pick up wherever your records are up to and make sure nothing is missed in the transition.
Professional accountants are used to clients moving on and are generally required to cooperate with the handover. We manage that communication for you, so it stays professional and simple.
Very little. Book a free strategy session, and if we're a good fit, you sign a short authority and we do the rest, contacting your old accountant, collecting your prior returns and financials, and setting you up.
If we don't make your financial life simpler, we part ways. No lock-in contracts, no risk.
Ready to stop worrying about your tax and bookkeeping?
In a free 30-minute strategy session, I'll personally review your situation and we'll map out a clear plan together. If it feels like a good fit, I'll send you a straightforward, fixed-fee proposal. No pressure, no surprises.
Book Your Free Strategy Session (opens in new window)